ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,878 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.95 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $105,988 | -99.1% | 438,165 | +638.1% | 26.21% | +773.1% |
| Q4 2019 | $12,218,000 | +5.8% | 59,364 | -0.6% | 3.00% | -13.0% |
| Q3 2019 | $11,544,000 | -1.8% | 59,740 | -1.3% | 3.45% | -3.8% |
| Q2 2019 | $11,755,000 | +0.4% | 60,510 | -2.1% | 3.59% | -0.9% |
| Q1 2019 | $11,710,000 | +14.0% | 61,828 | -0.0% | 3.62% | -6.7% |
| Q4 2018 | $10,271,000 | -50.3% | 61,849 | -39.8% | 3.88% | -38.5% |
| Q3 2018 | $20,664,000 | +3.3% | 102,657 | -0.0% | 6.31% | -7.7% |
| Q2 2018 | $19,996,000 | +3.4% | 102,660 | -0.4% | 6.84% | -0.7% |
| Q1 2018 | $19,341,000 | -28.4% | 103,115 | -27.5% | 6.89% | -30.2% |
| Q4 2017 | $26,998,000 | +4.1% | 142,262 | -1.8% | 9.86% | -12.4% |
| Q3 2017 | $25,929,000 | +0.7% | 144,938 | -2.1% | 11.26% | -12.7% |
| Q2 2017 | $25,752,000 | +1.1% | 148,041 | -0.5% | 12.90% | -1.8% |
| Q1 2017 | $25,468,000 | -36.5% | 148,747 | -38.6% | 13.14% | -39.2% |
| Q4 2016 | $40,081,000 | +18.3% | 242,415 | +10.7% | 21.60% | +79.7% |
| Q3 2016 | $33,893,000 | -60.4% | 219,073 | -61.8% | 12.02% | -24.5% |
| Q2 2016 | $85,674,000 | +191.8% | 573,492 | +181.6% | 15.92% | +44.2% |
| Q1 2016 | $29,362,000 | – | 203,637 | – | 11.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 154,686 | $38,571 | 28.94% |
| Holland Advisory Services, Inc. | 74,919 | $18,680,950 | 23.75% |
| LVZ, Inc. | 483,808 | $120,637,490 | 19.46% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,062 | $57,615,301 | 18.85% |
| Chandler Asset Management, Inc. | 307,779 | $76,744,682 | 18.62% |
| New England Professional Planning Group Inc. | 120,234 | $29,982,832 | 18.57% |
| Harbor Group, Inc. | 128,160 | $31,956,794 | 18.00% |
| Investments & Financial Planning, LLC | 77,046 | $19,211,497 | 17.13% |
| Platt Investment Counsel, LLC | 53,509 | $13,342,407 | 15.92% |
| TRUEFG, LLC | 147,396 | $36,753,145 | 15.90% |